TEASE AFTER SOUND EFFECT

Sam and Luke cover what should be considered when you are five years away from retirement.  This includes having a complete financial review done and formulating strategies for any debt, for healthcare needs, Social Security, retirement goals, and how you will retire.  They also take a deep dive into estate planning and everything that comes under that umbrella.

Reach Duell Financial Strategies at 800-203-7486.

Duell Financial Strategies

Sam and Luke cover what should be considered when you are five years away from retirement.  This includes having a complete financial review done and formulating strategies for any debt, for healthcare needs, Social Security, retirement goals, and how you will retire.  They also take a deep dive into estate planning and everything that comes under that umbrella.
Reach Duell Financial Strategies at 800-203-7486.
<a href="https://duellstrategies.com">Duell Financial Strategies</a>

Sam Duell and his co-hosts look at retirement planning from all angles in this podcast.   They take a holistic view of retirement planning and, as the show name suggests, they stress the importance of talking with someone who believes in custom planning.  After all, it's Your Retirement.

Your Retirement With Sam Duell

Five Years Until Retirement

Sam, Andi, and Luke discuss Roth Conversions and scenarios where it would and would not make sense to consider them.  They offer proactive strategies to help ensure you can maintain your lifestyle in retirement and they identify challenges boomers nearing retirement face and how to meet them.

Reach Duell Financial Strategies at 800-203-7486.

Duell Financial Strategies

Sam, Andi, and Luke discuss Roth Conversions and scenarios where it would and would not make sense to consider them.  They offer proactive strategies to help ensure you can maintain your lifestyle in retirement and they identify challenges boomers nearing retirement face and how to meet them.
Reach Duell Financial Strategies at 800-203-7486.
<a href="https://duellstrategies.com">Duell Financial Strategies</a>

Roth Conversions

Sam, Andi, and Luke offer their take on some recent retirement stories.  They also discuss possible fixes to the challenges Social Security faces and finding that balance between funding your needs and your wants in retirement.

Reach Duell Financial Strategies at 800-203-7486.

Duell Financial Strategies

Sam, Andi, and Luke offer their take on some recent retirement stories.  They also discuss possible fixes to the challenges Social Security faces and finding that balance between funding your needs and your wants in retirement.
Reach Duell Financial Strategies at 800-203-7486.
<a href="https://duellstrategies.com">Duell Financial Strategies</a>

The Team’s Take on Financial Stories

Generation X is facing challenges in saving for retirement and is often compared to Jan Brady, the middle child of the Brady Bunch. Many Gen Xers are starting to turn 59 and a half, which is the earliest age to start withdrawing money from retirement assets without penalty. However, Gen X has been overshadowed by the attention given to millennials and baby boomers, resulting in a significant gap in their ability to save enough for retirementDual Financial Strategies can provide personalized retirement lifestyle reviews and guidance to help individuals plan for retirement. In this segment, the hosts discuss where to go for financial insight and offer tips for getting started with the help of a financial professional. They emphasize the importance of paying off high-interest debt before focusing on savings. They distinguish between good debt (income-generating) and bad debt (credit card debt with high interest rates). They also discuss the need to assess risk tolerance and ensure that investments are aligned with individual goals. Finally, they explain the basics of a 401k and a pension as employer-sponsored retirement accounts.

Reach Duell Financial Strategies at 800-203-7486.

Duell Financial Strategies

Generation X is facing challenges in saving for retirement and is often compared to Jan Brady, the middle child of the Brady Bunch. Many Gen Xers are starting to turn 59 and a half, which is the earliest age to start withdrawing money from retirement assets without penalty. However, Gen X has been overshadowed by the attention given to millennials and baby boomers, resulting in a significant gap in their ability to save enough for retirementDual Financial Strategies can provide personalized retirement lifestyle reviews and guidance to help individuals plan for retirement. In this segment, the hosts discuss where to go for financial insight and offer tips for getting started with the help of a financial professional. They emphasize the importance of paying off high-interest debt before focusing on savings. They distinguish between good debt (income-generating) and bad debt (credit card debt with high interest rates). They also discuss the need to assess risk tolerance and ensure that investments are aligned with individual goals. Finally, they explain the basics of a 401k and a pension as employer-sponsored retirement accounts.
Reach Duell Financial Strategies at 800-203-7486.
<a href="https://duellstrategies.com">Duell Financial Strategies</a>

Five Years Until Retirement

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Your Retirement With Sam Duell

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